Creating Pay Templates

How to set up and leverage pay templates

For Payroll-1 Customers

With Payroll-1, you can create simple pay templates.

Templates can be based on various pay types including flat rate, pay per unit, pay per mile or a percentage.

Pay Type	Description
Flat Rate	Apply a fixed amount per manifest.
Pay per Unit	The rate is applied to the total commodity weight from the manifest.
Pay per Mile	The rate is applied to the total miles from the manifest.
Percentage	The percentage is applied to the total earnings from the order.
Deduction	For recurring deductions like insurance — applied as a negative number.

Follow the steps below to learn how to set up a driver pay template:

Follow the steps below to learn how to record driver pay using a pay template:

Learn how to automate pay by reading our Assigning Pay Templates to Drivers article!

For Payroll-2 Customers

With Payroll-2, you can create and configure more complex pay templates.

Use any field as a base for percentage or unit pay

Example: Pay 10% of margin, 5% of total revenue, or $5 per stop
Pay per mile and Pay per unit are consolidated into Pay per dimension
When a Sales Commissionee is assigned to an Order, their pay templates are automatically calculated and applied

Choose a Pay Type

Select between Flat rate, Percentage, Deduction, or Pay per dimension.
Select the Reference Field

Pick an object (Quote, Order, or Manifest) and choose the numeric field that the rate will be based on
Assign Templates to Users, either Sales Users or Drivers
Apply Automatically

Once configured, your pay templates will automatically calculate the correct payout when a driver or commissionee is assigned to a record.